Foundations Investment Advisors’s First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $1.16M | Sell |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $2.47M | Buy |
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|
2024
Q2 | $2.04M | Sell |
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|
2024
Q1 | $2.21M | Sell |
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|
2023
Q4 | $2.8M | Buy |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $3.82M | Buy |
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|
2023
Q1 | $303K | Buy |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $245K | Sell |
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|
2022
Q2 | $318K | Buy |
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